What is a 1099-INT?
A 1099-INT is a tax form that shows all interest earned in the previous year. If you received more than $10 in interest through your Upgrade Savings account during the previous year, you will be able to access the 1099-INT form through your account dashboard by late January.
Please note that if you have earned over $10 of interest over multiple Upgrade Savings accounts, your dashboard will have one 1099-INT for each account on file, so please make sure to review all your forms.
Simply log in to your Upgrade account, navigate to the Statements tab, and select the Savings Tax Forms link to view your 1099-INT form(s).
Articles in this section
- Are there any annual fees associated with the Performance Savings account?
- Can I close my Performance Savings account and keep my Rewards Checking Preferred or Rewards Checking Plus account through Upgrade?
- Can I keep my Performance Savings account if I close my checking account through Upgrade?
- Can I make a payment to my Upgrade credit product(s) from my Performance Savings account?
- Does the Performance Savings account offer overdraft protection?
- How can I access money in my Performance Savings account?
- How do I know I qualify for a Performance Savings account?
- How does the Custodial Deposit Program work for Performance Savings?
- What are the transfer limits on my Performance Savings account?
- What is a 1099-INT?